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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $606,645 | $159,978+279.2% | $147,041+312.6% | $145,978+315.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 9.13% | 98.36%-89.2pp | 419.21%-410.1pp | 550.52%-541.4pp |
| Employer contribution / active EE | $2,083 | $5,288-60.6% | $4,935-57.8% | $4,662-55.3% |
| Participant deferral / active EE | $12,071 | $8,429+43.2% | $8,071+49.6% | $6,690+80.4% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |